Hybrid Advisor Growth & Retention Consultant

AssetMark; Phoenix (AZ); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Flex Time or Paid Time Off

401K – Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Job summary

AssetMark is seeking an Advisor Success Consultant to join a high-visibility sales team focused on retaining and expanding advisor relationships across a multi-city footprint. You’ll manage a book of ~200 advisors, travel about 30% for company and territory events, and operate in a hybrid in-office/remote schedule from Phoenix, Chicago, or Encino.

You will diagnose advisor experience, craft growth plans, educate on AssetMark’s platform, and collaborate with regional sales teams to drive net

Qualifications

• BA or BS degree required.
• 4+ years in financial services.
• Experience selling managed money platforms.
• Public speaking experience required.
• FINRA licenses: SIE, 6/63/65 or 7/66 are required.

Responsibilities

• Diagnose advisor experience and reasons for Asset outflows and develop a plan with advisors to drive future growth with AssetMark
• Build long-lasting relationships with advisors to retain assets on the AssetMark platform and mitigate risks of terminations
• Educate, advise, and consult with advisors on the AssetMark platform’s investment, service, business consulting, and client relationship offerings
• Promote growth in sales production with the existing advisor base by identifying additional advisor needs and opportunities
• Demonstrate expertise in consulting with advisors on portfolio construction and investment product details, both conceptually and specifically, during the point-of-sale interactions
• Cultivate an ongoing consultative relationship with the given book of business to foster more positive net flows vs. the prior year
• Leverage corporate and regional events to encourage face-to-face interaction with yourself as the advisor’s consultative business partner
• Collaborate with two ensemble teams of salespeople within the territory to develop best practices & initiatives specific to your geographical area

Skills

Consultative sales

Territory management

Problem-solving

Communication (phone/email/in person)

Time management

Independent / self-starter

Experience selling managed money平台

Sales experience

Education

BA or BS (4-year degree)

4+ years in financial services

2+ years in AssetMark roles (Consultant/Sales)

Public speaking experience

FINRA licenses: SIE, Series 6/63/65 or 7/66

Job description

AssetMark is seeking an Advisor Success Consultant to join a high-visibility sales team focused on retaining and expanding advisor relationships across a multi-city footprint. You’ll manage a book of ~200 advisors, travel about 30% for company and territory events, and operate in a hybrid in-office/remote schedule from Phoenix, Chicago, or Encino.

You will diagnose advisor experience, craft growth plans, educate on AssetMark’s platform, and collaborate with regional sales teams to drive net